Senior Strategic Growth Associate, Advisor Recruiting

About the role

ABOUT SAVVY WEALTH:

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy is reinventing what it looks like to be a financial advisor. Founder Ritik Malhotra saw the fragmentation firsthand after seeking out his own advisor, and started Savvy to give independent advisors a modern, AI-native home.

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves. Advisors bring their book and join Savvy, running under their own brand (or ours), and Savvy earns a percentage of the assets they manage. In return, they get a true business-in-a-box: a proprietary tech platform and client portal, an in-house marketing team that helps them grow, a world-class investment management team, and a dedicated client services team that runs day-to-day operations and support. Advisors at Savvy service up to 50% more households and save 19 hours a week.

AI runs through everything we do. On the product side, Savvy Intelligence (released April 2026) is the only AI built for wealth managers that can see a client's complete financial picture. Internally, everyone at Savvy uses Claude and is encouraged to experiment with it, backed by a dedicated AI enablement team and a RevOps org building agents in-house.

We're a Series B company hitting our stride, with roughly 150 employees and over 500% year-over-year growth, backed by $105M from Thrive Capital, Index Ventures, Canvas Ventures, and Mark Casady (former CEO of LPL Financial). Come help us scale!

Recognition:

We're a Certified Great Place to Work and have been honored for our culture and our growth:

• Newsweek's America's Greatest Startup Workplaces (2026)

• Fortune Best Workplaces in New York™ (2026), Small & Medium Companies

• Great Place to Work Certified™

The Role:

We are seeking a Senior Strategic Growth Associate, Advisor Recruiting to join our dynamic Advisor Growth team. This role is pivotal to attracting the best financial advisors to Savvy Wealth and will report directly to our SGA Manager.

Your primary responsibility will be to identify, source, and nurture financial advisors and wealth managers with transferrable books of business (minimum $25M AUM) to the firm. This will be done through prospecting, lead qualification, and effective reporting. Primary prospecting efforts will be conducted via digital channels (e.g. advisor databases, email campaigns, and social media) as well as phone-based (cold-calling).

You will work closely with the Advisor Growth team to understand the ideal target profile for advisors, outreach to prospective advisors across various channels, and build a pipeline of exceptional candidates who align with our company's values and vision.

Responsibilities:

• Conduct proactive outbound prospecting to identify and engage potential financial advisors

• Research and analyze target companies and industries to understand their needs and challenges

• Initiate contact with financial advisors through cold calls, emails, and social media outreach

• Qualify leads by conducting effective discovery conversations to uncover their pain points and requirements

• Maintain accurate and up-to-date records of lead interactions and account information in our CRM system

• Stay up-to-date on industry trends, best practices, and competitive talent landscapes

• Assist in the development and implementation of recruiting strategies and initiatives

Must Have:

• 3+ years of full-cycle recruiting experience (ideally in the Financial Sector or recruiting revenue-producing candidates)

• Bachelor’s degree in Business, HR, or a related field; Master’s degree is a plus

• Highly motivated and resilient by achieving hiring targets consistently

• Ability to quickly build rapport, primarily via phone-based communication

• Proficiency in using CRM software and sales tools (e.g., Salesforce, LinkedIn Recruiter, GSuite, and more).

• Comfortable working in an early-stage startup environment

Nice to Have:

• Direct experience with navigating the complexities of hiring/recruiting financial advisors and/or wealth managers

• Experience as a recruiter at a RIA, broker-dealer, wirehouse and/or custodian

BENEFITS:

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

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